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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: fingolfen who wrote (132599)	4/17/2001 1:58:19 PM
From: andy kelly	Read Replies (3) \| Respond to of 186894

fingolfen Re: " I'm hoping a few hardware upgrades will be made in the Northwood core to alleviate the still hefty branch-misprediction penalty in the Willamette core..." What upgrades do you think are likely? In reading around the web I have seen several articles saying the L2 cache will be larger and one article saying the L1 will be larger, but that is all I have found. Do you think we might get even more than that (he asks wistfully) ? As for the 0.13 INTC vs. AMD argument, I think that will help us a little but I see the 300 mm Fabs as the real killer competitive edge. It's looking like we might have 3 ramped fabs at 300 before AMD gets their first. That would be a real tough disadvantage to overcome. andy